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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
576
Edmond de Rothschild Holding
Switzerland
$49.5M
FMLI
577
Fukoku Mutual Life Insurance
Japan
$49.4M
AIM
578
Allen Investment Management
New York
$49.4M
MIM
579
Marco Investment Management
Georgia
$49.3M
PWP
580
Private Wealth Partners
California
$49.2M
PAS
581
Park Avenue Securities
New York
$49.2M
MWM
582
Modern Wealth Management
Kansas
$49.2M
HIP
583
HUB Investment Partners
Texas
$48.6M
VFA
584
Valeo Financial Advisors
Indiana
$48M
DPL
585
Danica Pension Livsforsikrings
$48M
BCP
586
Blue Chip Partners
Michigan
$47.9M
ACA
587
Anchor Capital Advisors
Massachusetts
$47.8M
MOS
588
MGO One Seven
Ohio
$47.7M
MGP
589
Metis Global Partners
California
$47.7M
AIM
590
Artemis Investment Management
United Kingdom
$47.6M
AWA
591
Arkadios Wealth Advisors
Georgia
$47.1M
CIP
592
Cornerstone Investment Partners
Georgia
$47M
FSA
593
Franklin Street Advisors
North Carolina
$46.2M
CAM
594
Carret Asset Management
New York
$46.2M
PCIA
595
Prime Capital Investment Advisors
Kansas
$46M
RIL
596
Rothschild Investment LLC
Illinois
$45.8M
WAS
597
Wesleyan Assurance Society
United Kingdom
$45.8M
MIA
598
MMBG Investment Advisors
Florida
$45.7M
LSERS
599
Louisiana State Employees Retirement System
Louisiana
$45.5M
HWA
600
Heritage Wealth Advisors
Virginia
$45.4M